In Episode 340 of Hidden Forces, Demetri Kofinas speaks with Zach Abraham, the Principal and Chief Investment Officer of Bulwark Capital Management and the host of the Know Your Risk Radio Program.
Zach and Demetri spend the first hour of their conversation discussing Zach’s approach to investing, where he thinks we are in the economic cycle, and why he believes we continue to see a disconnect between underlying economic fundamentals and asset prices.
In the second hour, Demetri and Zach reflect on the economic, political, and cultural changes that they’ve experienced in their lives, how these changes reflect (and are reflected in) some of the policy choices that have led us to this point in developed countries, how these changes affect Zach’s economic outlook, and how they inform his philosophy as an investor, a parent, and a citizen.
You can subscribe to our premium content and access our premium feed, episode transcripts, and Intelligence Reports at HiddenForces.io/subscribe.
If you want to join in on the conversation and become a member of the Hidden Forces Genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page. If you still have questions, feel free to email info@hiddenforces.io, and Demetri or someone from our team will get back to you.
If you enjoyed listening to today’s episode of Hidden Forces you can help support the show by doing the following:
Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed
Write us a review on Apple Podcasts & Spotify
Subscribe to our mailing list at https://hiddenforces.io/newsletter/
Producer & Host: Demetri Kofinas
Editor & Engineer: Stylianos Nicolaou
Subscribe and Support the Podcast at https://hiddenforces.io
Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod
Follow Demetri on Twitter at @Kofinas
Episode Recorded on 11/22/2023
The Downfall of FTX and Crypto’s Path Forward | Vance Spencer & Michael Anderson
Who is Sam Bankman-Fried and What Really Happened at FTX? | Marc Cohodes
Energy Security, Geopolitics, & the New Energy Order | Meghan O'Sullivan & Jason Bordoff
What are the Politics of a Fed Pivot? | Nick Timiraos
How Does China See the World? | Kaiser Kuo
Conspiracy Theories: Why the Rational Believe the Irrational | Michael Shermer
The Rise of the Global Dollar System | Perry Mehrling
How to Prepare the World for a Peaking China | Michael Beckley & Hal Brands
Dollar Milkshake Wrecking Ball | Brent Johnson & Michael Kao
The Battle Over Semiconductors & US-China Competition | Chris Miller
Why There Are Reasons To Be Hopeful About America | Scott Galloway
The Rise of Inflation & the Great Demographic Reversal | Charles Goodhart
Secular Inflation & the End of the Great Moderation | Nick Timiraos
Oil Market Update Report & Live Q&A | Rory Johnston
Navigating a World Trapped Between Scarcity & Abundance | Mike Green
Machine Intelligence, Humanity, & the Will to Power | Demetri Kofinas
Alex Jones & the War on Information | Alex Lee Moyer
The Price of Time in a World Without Interest | Edward Chancellor
Why Global Liquidity Matters Now More Than Ever | Michael Howell
How to Prepare for the Next Taiwan Strait Crisis | Dmitri Alperovitch, Elbridge Colby, & Jamil N. Jaffer
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Aligned Money Show
Gorse Culture PODcast : The H.R. Detective Agency!
HCI Leadership Revolution
The Ramsey Show
Planet Money